01 · Free data roomBuild, share and track important documents.

Data room analytics Document Analytics Pitch Deck Tracking Secure sharing Permissions NDA & agreements Watermarking Versions Branding

View all Data Room features →

02 · AI Fundraising CRMRun the work between investor meetings.

Today & next moves Follow-up Investor research Investor CRM Investor updates Imports & sources

View all Operator features →

See it workingOpen a live roomWalk a real RoundOS room.

Pricing Security

Deal rooms

Startups Venture capital M&A data room Investor relations

Beyond fundraising

Sales deals Board documents Due diligence Real estate

Fundraising

Fundraising hub Pre-seed Seed Series A

Learn

Blog Funding Customer stories Investor room template

Compare

All alternatives Best free data rooms Best DocSend alternatives Digify alternative iDeals alternative

Free tools & templates

Calculators and fundraising tools. No signup.

SAFE, dilution, runway, pipeline coverage, investor fit.

Sign inExploreData Room AI Fundraising CRM Pricing Security Document Analytics Pitch Deck TrackingData Room featuresData room analytics Secure sharing Permissions NDA & agreements Watermarking Versions BrandingUse casesFundraising hub Startups Venture capital M&A data room Investor relations Sales deals Board documents Due diligence Real estate Pre-seed Seed Series AOperatorToday & next moves Follow-up Investor research Investor CRM Investor updates Imports & sourcesMoreCustomer stories All alternatives Best free data rooms Investor room template Free tools Blog Funding Integrations

Funding/Fulcrum/Seed+Series A

Fulcrum: Seed+Series A

Provides AI platform for insurance brokerages to modernize workflows

Oct 4, 2026RoundOS

Fulcrum

Company profile and funding history

Sources

businesswire.com

Raised: $25M
Round: Seed+Series A
Announced: Jan 27, 2026
Sector: Fintech
Headquarters: United States

Investors

All participants (3)

CRV
Foundation Capital
South Park Commons

More in Fintech

De¹ · Strategic RQD* Clearing · Strategic Kingsview Partners · Growth

AI United States Enterprise software Fintech North America Undisclosed